The Art of Prospecting & Time-Blocking [Episode 7]

The Perfect RIA · Sep 3, 2018 · 52m

Key links

Episode 2 (featuring Gina Cotner) of The Perfect RIA

Gina Cotner's website for virtual assistants: Athena Executive Services

The financial advising program that Matt was enrolled in: Academy of Preferred Advisors

The two books referenced in this episode: The Tipping Point by Malcolm Gladwell & The 4-Hour Workweek by Timothy Ferriss

Matthew Jarvis's prospecting process

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If you are currently successful, so-so, struggling, in a down quarter, thinking about quitting or unsure of where to turn regarding your practice, Matthew Jarvis has some valuable advice to give…